Arkadios Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$330K Sell
5,270
-56
-1% -$3.51K 0.01% 996
2025
Q1
$321K Sell
5,326
-376
-7% -$22.6K 0.01% 880
2024
Q4
$333K Buy
5,702
+2
+0% +$117 0.02% 686
2024
Q3
$338K Buy
5,700
+740
+15% +$43.8K 0.02% 669
2024
Q2
$278K Buy
4,960
+965
+24% +$54.1K 0.02% 657
2024
Q1
$234K Sell
3,995
-444
-10% -$26K 0.02% 611
2023
Q4
$240K Sell
4,439
-869
-16% -$46.9K 0.02% 600
2023
Q3
$257K Sell
5,308
-192
-3% -$9.31K 0.02% 542
2023
Q2
$311K Buy
5,500
+358
+7% +$20.2K 0.04% 433
2023
Q1
$278K Buy
5,142
+1
+0% +$54 0.03% 461
2022
Q4
$270K Buy
5,141
+899
+21% +$47.3K 0.04% 435
2022
Q3
$200K Buy
4,242
+37
+0.9% +$1.74K 0.03% 493
2022
Q2
$212K Sell
4,205
-71
-2% -$3.58K 0.03% 492
2022
Q1
$261K Buy
4,276
+223
+6% +$13.6K 0.03% 459
2021
Q4
$267K Buy
4,053
+901
+29% +$59.4K 0.04% 473
2021
Q3
$197K Buy
3,152
+272
+9% +$17K 0.03% 510
2021
Q2
$173K Buy
2,880
+912
+46% +$54.8K 0.02% 573
2021
Q1
$108K Sell
1,968
-186
-9% -$10.2K 0.02% 524
2020
Q4
$117K Buy
2,154
+186
+9% +$10.1K 0.02% 414
2020
Q3
$103K Buy
1,968
+366
+23% +$19.2K 0.05% 284
2020
Q2
$73.1K Buy
1,602
+102
+7% +$4.66K 0.04% 312
2020
Q1
$56.3K Sell
1,500
-120
-7% -$4.51K 0.04% 320
2019
Q4
$73.8K Buy
+1,620
New +$73.8K 0.04% 272